176.45 - 178.59
86.62 - 184.48
124.91M / 173.95M (Avg.)
50.81 | 3.50
Identifies how quickly the company is scaling its balance sheet (via acquisitions, expansions, or debt). Strong growth, accompanied by sound fundamentals, can support long-term intrinsic value—while disproportionate debt expansion or bloated intangible assets can signal elevated risk.
-8.97%
Cash & equivalents declining -8.97% while TSM's grows 35.61%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
6.36%
Short-term investments yoy growth 1.25-1.5x TSM's 4.43%. Bruce Berkowitz might examine if there's a temporary reason for higher holdings.
1.90%
Below half of TSM's 29.53%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-0.84%
Receivables growth less than half of TSM's 3.03%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
16.94%
Inventory growth below half of TSM's -0.02%. David Dodd would check if that's due to efficiency or supply constraints.
-4.84%
Other current assets growth < half of TSM's -16.55%. David Dodd sees a leaner approach to short-term items.
2.76%
Below half of TSM's 21.61%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
3.58%
Below half TSM's -0.30%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
No Data
No Data available this quarter, please select a different quarter.
-13.33%
Above 1.5x TSM's -6.45%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-2.17%
Less than half of TSM's -4.49%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-3.13%
Less than half of TSM's 11.59%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
2.38%
Below half of TSM's 8.16%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-7.27%
Less than half of TSM's 11.41%. David Dodd sees a more disciplined AP approach or lower volume.
-21.69%
Less than half of TSM's 124.45%. David Dodd sees much smaller short-term leverage burden vs. competitor.
-55.56%
Below half of TSM's 198.42%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
-50.00%
Both TSM and the company show zero Deferred Revenue (Current) Growth.
23.29%
Exceeding 1.5x TSM's 13.88%. Michael Burry suspects ballooning short-term obligations vs. competitor.
-12.80%
Less than half of TSM's 29.60%. David Dodd sees a more disciplined short-term liability approach.
0.05%
Less than half of TSM's -0.02%. David Dodd sees more deleveraging vs. competitor.
100.00%
Below half TSM's -17.92%. Michael Burry suspects a serious gap in multi-year pipeline.
60.23%
Less than half of TSM's 151.08%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
27.64%
Less than half of TSM's -5.49%. David Dodd notes more conservative expansions in non-current obligations.
2.63%
Less than half of TSM's -0.98%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-4.87%
Less than half of TSM's 21.29%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
10.47%
≥ 1.5x TSM's 6.24%. David Dodd sees higher yoy retained profits than competitor.
-300.00%
Above 1.5x TSM's -40.28%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
No Data
No Data available this quarter, please select a different quarter.
8.23%
≥ 1.5x TSM's 4.41%. David Dodd sees stronger capital base growth than competitor.
2.38%
Below half TSM's 8.16%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
6.36%
≥ 1.5x TSM's 3.52%. David Dodd sees far stronger investment expansions than competitor.
-7.52%
Less than half of TSM's 6.37%. David Dodd sees less overall debt expansion vs. competitor.
-4.98%
Less than half of TSM's -51.94%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
